Not just another CRM system
Discover the unique benefits and key features of SoCRM, a native Microsoft 365 solution developed with the Power Platform and SharePoint.
Installed directly into your own Microsoft 365 environment, SoCRM offers all the CRM features you would expect and need to drive your sales and customer processes, but also provides unparalleled integration opportunities, ensuring seamless connectivity and productivity.
SoCRM is a powerful and secure solution that leverages Microsoft 365, accessible from anywhere on any device. It seamlessly integrates with tools like Microsoft Teams, SharePoint, and Outlook, enhancing efficiency, saving time, boosting productivity, and promoting engagement through ease of use.
THE BENEFITS
SoCRM Highlights
Seamless Integration
SoCRM is built with the same Microsoft 365 technology you already use, so it works effortlessly with your existing SharePoint, Outlook, Microsoft Teams, and other Microsoft 365 apps.
Access all your CRM data and documents from one central place, reducing complexity and cost.
WHAT DOES IT DO
SoCRM Key Features
SoCRM enables you to manage all your CRM functions and the full lifecycle of customer relationships, including account management, contact management, opportunity management, lead management, activity management, and more.
CORE CAPABILITIES
Account
management
Store detailed company information, track sales opportunities, and log all account-related activities to ensure a comprehensive understanding of customer relationships.
Opportunity
management
Track leads and opportunities through various stages with pipeline, forecast, and list view. Identify bottlenecks and optimise the sales process to drive revenue growth.
Activity
management
Log all interactions such as calls, meetings, notes, and more against accounts, contacts, and opportunities. Centralise activity tracking to enhance your ability to manage relationships.
Reporting
and analytics
Customisable reports and dashboards provide insights into sales, customer activity, and marketing. Optional Power BI upgrade offers advanced analytics for strategic growth.
Contact
management
Store and organise contact information in a centralised database. Maintain detailed profiles for personalised interactions and easily manage customer relationships.
Lead
management
Capture, track, and manage leads from various sources. Advanced lead scoring prioritises leads based on their likelihood to convert, enhancing lead quality and conversion rates.
Unified
dashboards
Bring all your account, contact and opportunity information into one view, enhancing visibility, increasing efficiency, and enabling better decision-making.
Microsoft 365
integration
Fully integrated with Microsoft 365, SoCRM enhances productivity with SharePoint, Teams, Copilot AI, Office apps, Outlook, OneDrive, and Planner.
Additional features
Providing comprehensive CRM tools, automations and integrations.
AI Capabilities with Copilot
Enhance efficiency by writing quick notes and tasks, assisting in document creation, and transcribing calls.
Document Management
Leverage SharePoint to provide robust document management, automatically creating structured folders to store documents related to accounts, contacts, and opportunities.
Calendar Integration
Schedule meetings, set reminders, and manage appointments seamlessly with Teams.
Teams Phone Integration
Initiate Teams phone calls directly from the CRM.
Post-Sales Management
Maintain all interactions with existing customers, enhancing customer service and account management.
Sales Documents and Collateral
Access and manage all sales documentation, ensuring sales and customer service teams have the resources they need readily available.
Administration and Control
Provides robust administration and control features, including inbuilt controls for user roles to manage access and data interaction.
Available, Secure, and Reliable Access
Benefit from unparalleled uptime, resilience, reliability, availability, and world-class security.
Mobile CRM
Access CRM functionalities via mobile devices, allowing sales teams to manage customer relationships on the go.
Email Integration
Integrate seamlessly with Outlook, tracking emails in the activity history, and managing email interactions directly from the CRM system.
E-Signature Integration
Send documents for signature and track agreement status in real time, leveraging integration with SharePoint and services like DocuSign.
Notifications
Stay on top of your work with customisable notifications tailored to your needs.
Automation
Streamline operations by automatically creating follow-ups, assigning tasks, and handling data entry.
Data and File Storage
Offers unlimited storage for documents, data, and activity history within Microsoft 365’s enterprise content services platform, SharePoint.
Customisation Options
Tailor the CRM system to your unique needs, create custom fields, configure workflows, and set up personalised sales stages.
Future-proof your investment
SoCRM is a comprehensive CRM solution right out of the box that you can easily configure and manage yourself.
However, if you have specific needs beyond its standard functionality, it can also offer customisation, extension, and enhancement options. We can work with you to modify the user interface, data fields, workflows, logic, and functionality of SoCRM, adding new features and capabilities to support your unique requirements and workflows.
We can also use SoCRM as the basis for your own bespoke development project to create a customer-centric solution that fits your unique processes and requirements.
